Automate Your
Client Reports
From complex custom reports for high-value clients to
professionally branded templates across all clients.
Trusted by Modern Finance Professionals






Built For Your Clients, And Only Them
We work with you to systemize your client's business logic,
giving you lifetime access to instant reports

Powered by Xero data
- Accounts
- Transactions and balances
- Invoices / bills
- Line items
- Purchase orders
- Bank transfers / payments
- Manual journals
- Quotes
- Tracking categories
- ... and more
One-click Automated Reports
- Data cleaning
- Business logic
- Custom calculations / metrics
- Complex formulas
- Visualizations
- Custom formatting
- Pivot tables
- Charts and graphs
- ... and more
Versatility Meets Precision
From bespoke reports for your most complex clients
to standardized templates across your entire practice.

Consolidation
Consolidate financials across your client's entities instantly — no more switching between Xero orgs, exporting data, and stitching reports together one by one.
Apply your firm's exact methodology, not a generic template. From report structure to inter-company eliminations, everything works the way your practice runs.

Profitability
Every client measures profitability differently — by location, business unit, product line, or with their own bespoke inclusions and exclusions. Cheetah adapts to each one.
Every journal line is pulled from the general ledger and your client's report is rebuilt from the bottom up, giving them clarity that matches how their business actually runs.

Bookkeeping
Xero already tracks assets, prepayments and accruals. Your team shouldn't have to babysit the same data in spreadsheets, client after client.
Cheetah pulls data straight from each client's Xero, structures it instantly, and delivers it in the exact format your firm uses.

Anomaly Detection
Catch issues in your clients' books in seconds — using rules tailored to each engagement, not generic checks.
Your team focuses on the outliers worth investigating. Cheetah takes care of the rest.

Inventory
For clients with inventory, Cheetah connects purchase orders, sales orders, invoices, and bills to reveal how stock truly moves — without changing your client's existing processes.
Give clients the operational visibility they've always asked you for, powered entirely by their own Xero data.
That's the point!
including the most esoteric use cases we have yet to encounter.
Deep Expertise
We've built hundreds of reports,
often diving deep into clients' businesses
Lightning Fast
Generate client reports in seconds,
with zero manual work
Predator-like Precision
No chance for human error or
inconsistent formatting across clients
Infinitely Scalable
Reuse the same report template
across all your client entities
Upsell with Confidence
Serve clients with complex reporting needs
without worrying about additional resources.
Full Visibility
No black boxes or second guessing.
Fully-auditable formulas and underlying items
From Stalking to Striking
Lifetime access to instant reports in 3 simple steps
Complimentary consultation to deep dive into your reporting needs, challenges and unique business logic.
We build your custom solution with our deep expertise and some AI magic, checking in with you as we close in on the perfect solution.
We deliver your precision-built tool and provide support so you make the most out of it and get lifetime access to instant reports.
Simple, Transparent Pricing
Whether you manage one company or fifty client entities,
our pricing scales with your workflow — not your headcount.
Bespoke Report Implementation
- Detailed consultation
- Xero data integration
- Custom report development
- Business logic systemization
- Google Sheets integration
- Initial setup and testing
Monthly Subscription
- Support for new entity onboarding
- Multi-client reporting automation
- Shared report templates across clients
- Optional white-labelling & branding
- Dedicated firm support
- Flexible pricing for growing client lists
Still on the fence?
Find out how much Cheetah saves you
How often do you manually build client reports?
How many types of client reports do you build monthly?
How long does each one take?
How much is your time worth?
⏳
6 hrs
saved monthly
💰
$270
saved monthly